|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$15.5M
|
+$4.31M
|
+118,607
|
+39%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$9.81M
|
+$382K
|
+10,515
|
+4%
|
|
|
3
|
|
$6.5M
|
-$108K
|
-2,964
|
-2%
|
|
|
4
|
|
$3.76M
|
+$73.8K
|
+2,030
|
+2%
|
|
|
5
|
|
$3.46M
|
+$153K
|
+4,195
|
+5%
|
|
|
6
|
1st Global Advisors
Dallas,
Texas
|
$3.39M
|
–
|
–
|
–
|
|
|
7
|
|
$2.83M
|
-$9.45K
|
-260
|
-0.3%
|
|
|
8
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.73M
|
-$144K
|
-3,969
|
-5%
|
|
|
9
|
Adell Harriman & Carpenter
Houston,
Texas
|
$2.15M
|
+$122K
|
+3,350
|
+6%
|
|
|
10
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.91M
|
-$813K
|
-22,366
|
-30%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
+$266K
|
+7,314
|
+19%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
-$1.92M
|
-52,912
|
-59%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.34M
|
-$1.72M
|
-47,188
|
-56%
|
|
|
14
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.29M
|
–
|
–
|
–
|
|
|
15
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.28M
|
+$145K
|
+3,981
|
+13%
|
|
|
16
|
|
$1.2M
|
-$1.79M
|
-49,143
|
-60%
|
|
|
17
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.08M
|
-$45.7K
|
-1,258
|
-4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$981K
|
+$4.69K
|
+129
|
+0.5%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$960K
|
+$45.7K
|
+1,257
|
+5%
|
|
|
20
|
Brouwer & Janachowski
Mill Valley,
California
|
$941K
|
-$294K
|
-8,081
|
-24%
|
|
|
21
|
Aviance Capital Management
Sarasota,
Florida
|
$930K
|
+$929K
|
+25,543
|
New
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$879K
|
+$29.2K
|
+804
|
+3%
|
|
|
23
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$717K
|
-$18.2K
|
-500
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
+$117K
|
+3,208
|
+20%
|
|
|
25
|
Greystone Investment Management
Cincinnati,
Ohio
|
$666K
|
+$153K
|
+4,205
|
+30%
|
|
